Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,800
Closed -$415K 282
2024
Q2
$415K Buy
2,800
+904
+48% +$134K 0.04% 180
2024
Q1
$336K Buy
+1,896
New +$336K 0.03% 193
2022
Q4
Sell
-7,100
Closed -$1.05M 222
2022
Q3
$1.05M Buy
7,100
+5,685
+402% +$844K 0.12% 90
2022
Q2
$200K Buy
+1,415
New +$200K 0.02% 208